Bogart Wealth LLC’s Plains GP Holdings PAGP Stock Holding History

Bogart Wealth LLC’s Portfolio PAGP Stock Details PAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-91	Closed	-$1K	–	477
2020 Q2	$1K	Hold	91	–	–	﹤0.01%	430
2020 Q1	$1K	Hold	91	–	–	﹤0.01%	403
2019 Q4	$2K	Hold	91	–	–	﹤0.01%	368
2019 Q3	$2K	Buy	+91	New	+$2.1K	﹤0.01%	334

Other funds holding PAGP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Bogart Wealth LLC's PAGP Position: Q3 2020 in Review

Bogart Wealth LLC sold out of Plains GP Holdings (PAGP) in Q3 2020, closing a stake of 91 shares — an estimated $1K sold.

Bogart Wealth LLC first reported a position in PAGP in Q3 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 220 funds tracked by Wall St. Rank hold PAGP as of Q3 2020.

Bogart Wealth LLC reported no remaining Plains GP Holdings position as of Q3 2020 after selling out during the quarter.
Bogart Wealth LLC sold 91 Plains GP Holdings shares in Q3 2020, an estimated $1K.
Bogart Wealth LLC first reported a position in Plains GP Holdings in Q3 2019 and held it in 4 quarters.
Bogart Wealth LLC's Plains GP Holdings position peaked at $2K in Q4 2019.
220 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2020.

Based on Bogart Wealth LLC's 13F filing for Q3 2020, filed 6 Oct 2020.